# ROUND TABLE INVESTMENT STRATEGIES, LLC

ROUND TABLE INVESTMENT STRATEGIES, LLC of LINCOLN, NE is an SEC-registered investment adviser.

## Registration

- CRD: 139492
- Type: SEC-registered investment adviser
- Location: 2935 PINE LAKE RD, LINCOLN, NE, 68516
- Phone: 402-540-4060
- Latest filing: 2026-07-23
- Regulatory AUM: $88.7M
- Discretionary AUM: $88.7M
- Clients: 4
- Accounts: 362

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139492/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139492/similar
- Related entities: https://search.stillhousedata.com/firm/139492/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139492

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.